2,380 hedge funds and large institutions have $67.4B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 1,041 increasing their positions, 884 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
-42
Holders Change %
-1.73%
% of All Funds
38.09%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
151
Increased
1,041
Reduced
884
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$47.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
1901
Lokken Investment Group
Delaware
$310K +$28.4K +217 +10%
AO
1902
Advisor OS
Illinois
$310K +$85.2K +650 +38%
OC
1903
Oakworth Capital
Alabama
$308K -$6.56K -50 -2%
UWPG
1904
Ullmann Wealth Partners Group
Florida
$308K -$33.6K -256 -10%
CW
1905
CIC Wealth
Maryland
$307K -$108K -823 -26%
DWM
1906
Destination Wealth Management
California
$307K +$307K +2,342 New
MWA
1907
Monograph Wealth Advisors
California
$306K +$97.4K +743 +47%
MWM
1908
Mattern Wealth Management
Kansas
$305K
TAM
1909
Tealwood Asset Management
Minnesota
$305K +$393 +3 +0.1%
ACA
1910
Affinity Capital Advisors
California
$305K -$12.6K -96 -4%
MCA
1911
MSH Capital Advisors
Arizona
$305K +$13.6K +104 +5%
AWM
1912
Atticus Wealth Management
Florida
$304K -$68.8K -525 -18%
BOS
1913
Bank of Stockton
California
$304K
NCM
1914
Novare Capital Management
North Carolina
$303K -$40.6K -310 -12%
TCM
1915
Triumph Capital Management
Colorado
$303K +$303K +2,312 New
FFA
1916
Farther Finance Advisors
California
$302K +$39.3K +300 +15%
FMN
1917
Financial Management Network
California
$302K +$5.4K +41 +2%
MWM
1918
Merriman Wealth Management
Washington
$302K +$39.7K +303 +15%
GITFIT
1919
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$302K +$302K +2,300 New
HFG
1920
Heron Financial Group
New York
$301K
VNA
1921
Valley National Advisers
Pennsylvania
$301K -$111K -885 -27%
BMM
1922
Buffington Mohr McNeal
Idaho
$298K
MSWM
1923
McGlone Suttner Wealth Management
Wisconsin
$298K +$16K +122 +6%
HAC
1924
Harbor Advisory Corp
New Hampshire
$298K
PWM
1925
Paulson Wealth Management
Illinois
$297K +$13.1K +100 +5%